Infrastructure, analyzed daily.
AI infrastructure, cybersecurity, power and cooling — the announcements that matter, with the analysis and the unanswered questions the press releases leave out.
Southern Co.’s 42% Data Center Growth Makes Utilities the AI Boom’s Quiet Winners
Southern Company’s data center electricity sales grew 42%, turning AI-driven grid demand from forecast into delivered revenue for the Southeast utility. We examine what the surge means for…
Hyperscaler Earnings Point One Way: AI Demand Is Outrunning Infrastructure
Hyperscaler earnings analysis says AI demand is outrunning the data center infrastructure built to serve it, with capex guidance still climbing. We examine what the reporting substantiates, what…
PJM’s First Reformed Queue Cycle Draws 811 Projects and 220 GW
PJM’s first reformed interconnection queue drew 811 projects totaling 220 GW, showing how AI and data center demand are reshaping U.S. power buildout. We examine what the record…
OpenAI’s ‘Cybersecurity in the Intelligence Age’: AI as Attack Surface and Defense
OpenAI’s ‘Cybersecurity in the Intelligence Age’ frames AI as both a new attack surface and a defense layer — a primary-source marker for AI-era security. We examine what…
Gas Leads PJM’s Reopened Interconnection Queue at 106 GW
PJM’s newly reopened interconnection queue drew 106 GW of proposed generation led by gas-fired projects, signaling how developers plan to meet surging data-center demand. We examine what the…
Nebius to Acquire Eigen AI, Deepening Its Token Factory Inference Bet
Nebius agrees to acquire Eigen AI to strengthen Token Factory, its platform for running AI models in production. We examine what the deal signals about inference economics, what…
Bitdeer’s $4.7B Long-Term Lease Deepens the Miner-to-AI Infrastructure Pivot
Bitdeer signed a long-term data center lease valued at $4.7 billion, a major capacity commitment in the crypto miner’s pivot toward AI infrastructure. We examine the deal’s economics,…
Bitcoin Miners Pivot to AI Data Centers as Mining Economics Go ‘From Bad to Worse’
Bitcoin mining economics have gone ‘from bad to worse,’ pushing miners to pivot sites and power toward AI data-center revenue or sell to survive. We examine why megawatts…
NSA and Allies Issue First Joint Guidance on Securing Agentic AI Systems
NSA, ASD’s ACSC and international partners have released joint guidance on securing agentic AI systems, the first major government framework for AI agents. The release lands as enterprises…